Optimum Investment Advisors’s Oshkosh OSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-250
| Closed | -$31K | – | 899 |
|
|
2021
Q2 | $31K | Sell |
250
-200
| -44% | -$24.8K | 0.01% | 594 |
|
|
2021
Q1 | $53K | Hold |
450
| – | – | 0.02% | 490 |
|
|
2020
Q4 | $39K | Hold |
450
| – | – | 0.01% | 521 |
|
|
2020
Q3 | $33K | Hold |
450
| – | – | 0.01% | 514 |
|
|
2020
Q2 | $32K | Hold |
450
| – | – | 0.01% | 519 |
|
|
2020
Q1 | $29K | Sell |
450
-200
| -31% | -$12.9K | 0.01% | 500 |
|
|
2019
Q4 | $62K | Hold |
650
| – | – | 0.02% | 477 |
|
|
2019
Q3 | $49K | Hold |
650
| – | – | 0.02% | 521 |
|
|
2019
Q2 | $54K | Hold |
650
| – | – | 0.02% | 491 |
|
|
2019
Q1 | $49K | Sell |
650
-225
| -26% | -$17K | 0.02% | 508 |
|
|
2018
Q4 | $54K | Hold |
875
| – | – | 0.02% | 460 |
|
|
2018
Q3 | $62K | Hold |
875
| – | – | 0.02% | 496 |
|
|
2018
Q2 | $62K | Sell |
875
-500
| -36% | -$35.4K | 0.02% | 491 |
|
|
2018
Q1 | $106K | Buy |
+1,375
| New | +$106K | 0.03% | 396 |
|
|
2015
Q1 | $15K | Hold |
300
| – | – | ﹤0.01% | 747 |
|
|
2014
Q4 | $15K | Sell |
300
-100
| -25% | -$5K | ﹤0.01% | 784 |
|
|
2014
Q3 | $18K | Hold |
400
| – | – | 0.01% | 667 |
|
|
2014
Q2 | $22K | Hold |
400
| – | – | 0.01% | 645 |
|
|
2014
Q1 | $24K | Hold |
400
| – | – | 0.01% | 488 |
|
|
2013
Q4 | $20K | Sell |
400
-300
| -43% | -$15K | 0.01% | 518 |
|
|
2013
Q3 | $34K | Buy |
+700
| New | +$34K | 0.01% | 423 |
|